Elevate your career with Wellington Management as you manage institutional client relationships in Canada. Focus on building robust, lasting connections while driving investment goals and service excellence.
Wellington
Management is seeking a seasoned Relationship Manager to operate from our Toronto office. You will lead engagements with key institutional clients, addressing their investment and servicing needs while collaborating with internal teams. Your expertise will be pivotal in supporting the Director and Business Development Manager to enhance client retention and cross-selling strategies. Key Responsibilities:
Engage proactively with clients to assess investment needs
Collaborate with Business Development Manager on performance analysis
Manage client inquiries and organize meetings
Work with subject matter experts for onboarding recent accounts
Foster a culture of excellence and collaboration Requirements:
10+ years in the investment industry, focused on institutional clients
Solid knowledge of capital markets and asset management
Willingness to travel for client meetings
Excellent communication and presentation skills
Completion of or willingness to obtain the Canadian Securities Course Leverage your relationship management skills to drive excellence at Wellington Management in Toronto.